Succession Planning

No one wants to think about the day when they can no longer practice. Maybe it will be a happy event due to retirement; maybe it will be because of some unexpected disability or trauma. But at some point, each of us must face the reality that we do not know what the future holds.

To protect their clients and practices, all lawyers need to plan for those good and bad possibilities. The State Bar is happy to announce the publication of a Succession Planning Handbook, available free to State Bar members. This comprehensive handbook is the result of the work of the State Bar's Succession Planning Task Force, in concert with the Lawyer Assistance Programs Director and Ethics Counsel, and contains valuable information to guide you in this vital planning process. In addition, the handbook contains forms and checklists to assist you in creating and implementing a succession plan for your practice.

If you require assistance in getting started, please contact Practice 2.0 at 602.340.7332.

You can download the handbook here


NEW! Transition Counsel Checklist

Agreement to Close Law Practice - Full Form

Consent to Close Office - Short Form

Notice of Designated Successor Counsel

Will Provisions

Succession Planning Language for Engagement Letter and Fee Agreement

Letter Advising That Lawyer Is Unable to Continue in Practice

Letter Advising That Lawyer Is Closing His/Her Office

Letter From Firm Offering to Continue Representation

Acknowledgment of Receipt of File

Authorization for Transfer of Client File

Request for File

Office Closure File Tracking Chart

Law Office List of Contacts (fillable pdf)

Law Office List of Contacts (Word document)

Motion for Access to IOLTA [or Specific Trust] Account

If you have questions about the process or need practice management advice, please contact the Lawyer Assistance Programs at 602.340.7332, or

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